© tally solutions pvt. ltd. all rights reserved 1 data synchronisation in shoper 9 january 2010

© Tally Solutions Pvt. Ltd. All Rights Reserved 1

Data Synchronisation in Shoper 9

January 2010


Objectives

Benefits of Data Synchronisation Map Business needs to Synchronisation options

o Modes of Communication Configuring Shoper 9 HO Configuring Shoper 9 POS Working of Data Synchronisation

o Synchronisation Agento Data Transfer

Import and Export at HO Manual Sync at POS Scheduled Sync

Generate Reports for Data Transferred Data Synchronisation to Multiple Shoper 9 HO


Data Synchronisation in Shoper 9

Data Synchronisation enables both Head Office and Showroom to maintain latest data at any specified time.

Data is transferred between Head Office and Showrooms through selected medium.

Transfer of data can be triggered manually or automated using scheduler.

Shoper 9 HO controls the sync mechanism by creating rules, schedules, masters, etc.

The communication details are configured in template to be used at showrooms.


Benefits of Data Synchronisation in Shoper

Choice of multiple modes of communication

Easy to configure and use

Scheduled and Manual Sync option

Sync Reports


Map Business Needs

Synchronisation mechanism is configured depending on your business needs, such as:o Type of Datao Frequency of transfero Size of Datao No. of Showrooms

Choose the mode of communication for data transfer depending on various factors like available infrastructure, business needs, etc.o HTTP: A virtual server is created using the IIS platform and used to

exchange data between Shoper 9 HO and Shoper 9 POS.o FTP: In this mode a FTP server is used as data transfer medium.o Mail: Standard email clients are used to transfer data. Example: Outlook,

Outlook Express.o Direct Copy: Direct transfer is used when Shoper 9 HO and Shoper 9 POS

are connected over a network.


Configuring Shoper 9 HO

Shoper 9 HO installed at Head Office is the controlling application. All the configurations are set at HO.

o Selecting the mode of communication

o Entering the details for the selected communication mode

o Cataloguing the Showroom master


Configuring Shoper 9 HO - HTTP

Setup the Online folder using the IIS option Go to Housekeeping > Reconfiguring System Parameters > Click On

Line under Categories

o Select On Line as the mode of communication

o Enter Online server (system hosting IIS folder) details to enable connectivity


Configuring Shoper 9 HO - Mail

Configure HO Server and Mail Server Go to Housekeeping > Reconfiguring System Parameters > Click Mail

under Categorieso Select Mail as the mode of communication

o Furnish the mail prerequisites to enable identification of data


Configuring Shoper 9 HO - FTP

Setup FTP Server with Username and Password. Go to Housekeeping > Reconfiguring System Parameters > Click On

Line under Categories.o Select FTP as the mode of communication.o Enter FTP server information with username and password used at both

POS and HO.

o Also check for the FTP mode in the server. Shoper synchronisation supports FTP in both Passive and Active mode.


Configuring Shoper 9 HO – Direct Copy

Configure Local Area Network (LAN) settings

o Select Direct Copy as the mode of communication

o Enter the details of the folders to be used for exchange of data


POS Catalogue at HO

Showrooms masters are catalogued in Shoper 9 HO. Communication mode to be used by showrooms for synchronisation is also configured in the catalogue.

In Communication tab of showroom catalogue, select communication mode.


Configuring Shoper 9 POS

Business Templates take care of configuring mode of communication in Shoper 9 POS, except for Direct Copy

Direct Copy: Configure the path manually in Shoper 9 POSo Enter HO Code and Nameo Choose the mode of

communication as Direct Copy

o Enter path details (Direct Copy path)


Working of Data Synchronisation

Data Synchronisation involves import and export of data over the set medium between HO and POS applications.

Data is exported using encrypted Zip files. The application importing these files will decrypt and load the data.

Example of file name: HO1MYS000001.ZIP, where HO1= HO Code, MYS=Showroom Code, 000001=Incremental Number.

Out folder is used to upload data files and export. Similarly, In folder is used to download data files and import.

During synchronisation log files having detailed progress of the process are created in <Application folder>\Share\Log folder.o The log files are created with .log extension.


Sync Agent

Sync Agents are used to trigger the synchronisation process based on the set schedules.

Sync Agents will set the sync process rolling in HO and POS respectively.

Sync Agent at HO Sync Agent at POS

Data Extraction at HO

Send Extracted Data to POS

Data Download at HO

Data load at HO

Send Acknowledgement to POS

Data download at POS

Data load at POS

Data Extraction at POS

Send Extracted data to HO


Data Transfer Options

Import: Data can be sent/ received using the Import and Export option manually in Shoper 9 HO

Go to Data Sync. > Imports > Showroom Transactions Use Import data option to load data received from Shoper 9 POS manually

o This option will load the data files from In folder



Export: You can manually export data to Shoper 9 POS by selecting data range and specific showrooms

Go to Data Sync. > Exports > Master Data to POS

o This option will create data files in Out folder

o Created data files are sent to Shoper 9 POS



Manual Sync: Data upload and download can be initiated manually in Shoper 9 POS

Go to Housekeeping > POS-HO Synchronise > Synchronise with HOo Extract and Upload POS datao Download and load HO data in POS



Scheduling Synchronisation: Shoper 9 HO controls the scheduling activities, by:o Creating schedules for sync in Shoper 9 HOo Creating schedules for sync in Shoper 9 POSo Configuring activities to be executed during scheduled sync


Scheduling HO Sync

Schedules can be set for Shoper 9 HO to sync with showrooms based on their Geography/Location Type/Group.

Geographical: Set of showrooms located in a common geographical area such as Region, State, City, etc.

Location Type: Set of showrooms grouped based on their business type.

Data Sync Groups: Flagship showrooms or showrooms in commercial centres irrespective of geography/location type can be grouped.


Scheduling HO Sync

Schedules can be set Day wise or Date wise at specific intervals or specified times

Day wise: Selected days of a Week

Date wise: Selected dates of a Month


Scheduling HO Sync

HO Agent – Allows configuring the activities to be carried out during scheduled synchronisation


Scheduling Sync from POS at HO

Schedules can be created for showrooms to sync with Shoper 9 HO based on Geography/Location Type/Group


Scheduling Sync from POS at HO

Schedules for synchronisation from Showrooms can be created Day wise or Date wise at Specific Intervals or Specified Times


Scheduling Sync from POS

Schedule agent allows configuring the tasks to be executed in Shoper 9 POS during scheduled synchronisation


Reports

Reports can be generated and viewed to get details on data loaded, data not loaded in Shoper 9 HO and also a Dashboard report for complete details about synchronisation.o Files Loaded: List of files loaded in Shoper 9 HOo Files not Loaded: List of files not loaded in Shoper 9 HOo Dashboard: Gives details of data synchronisation


Synchronisation Status Report at POS

At POS synchronisation status can be ascertained by generating a report

The report will display the status of each task in synchronisation process and receipt of acknowledgement from Shoper 9 HO for the data synchronised


Rollback Showroom Transactions

Another option that HO application has is to rollback the showroom data already synchronised.

This can be used when you want to synchronise data from an earlier date for which data was loaded in Shoper 9 HO.

Rollback is required when synchronisation fails, due to:o Database restoration in Shoper 9 POSo Database restoration in Shoper 9 HOo Loss of acknowledgment file


Synchronisation to Multiple HO

Shoper 9 POS application can be used to synchronise with multiple HO applications.o A Large franchisee dealer can sync data with HO at the Franchisor head

office and with head office of the franchisee network.o In synchronising with multiple HO’s, POS can use different mode of

communication for each HO.o POS Agent will handle multiple schedules set by different HO’s

incrementally and share execution time.


Questions & Answers

For more information log in to:www.tallysolutions.com


Thank You

© tally solutions pvt. ltd. all rights reserved 1 data synchronisation in shoper 9 january 2010

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